Trust Account Administrator 2025

A Trust Account Administrator has the day-to-day responsibility of administering the trust account of a law firm or solicitor practising on their own account, and must maintain up-to-date, reliable trust account records which comply with professional duties and trust accounting regulations. This practical workshop introduces the skills and knowledge needed and will build confidence for staff undertaking this work. Topics include legal obligations, regulatory requirements, recording transactions, processing transactions, reconciling the trust account, file closure, end of month review, and issues and common faults.

Learning objectives

By attending this workshop you will gain the knowledge, skills and confidence to administer a trust account correctly.

Format

This practical course includes pre-course work and a half-day online session in a live Zoom meeting.

Who should attend

Trust accounting staff including legal secretaries and legal executives. (If you are a lawyer, please see the NZLS CLE Trust Account Supervisor Training Programme.)

Note:

• The course is limited to employees of a practising lawyer.
• Numbers are limited so register early.

Materials

Course materials will be couriered to you about four weeks before your session.

Pre course work

The pre-course work is reading the manual and completing some exercises which have the answers provided (about 20 hours in total).

Materials

Course materials will be couriered to you about four weeks before your session.

Timing

• 8.45am - 1.00pm

Fee (incl GST)

Workshop

• $475

Fee includes all materials.

Please note: The fee to transfer to another session is $100. No transfers are available from one calendar year to the next.

Do you want to register more than one person for this course? Use the 'register others' button below or Click here 

Download PDF registration form

Presenters

	Prashika Chand Law Society Inspectorate, Auckland Prashika is a Senior Inspector. She is a Chartered Accountant with experience in forensic accounting and investigations, insolvency, debt collection and recovery and tax evasion and compliance. Prashika has worked for the Inland Revenue and accounting and insolvency firms, and joined the Law Society as an Inspector in 2021.
	Kane Smith Law Society Inspectorate, Christchurch Kane is a Senior Inspector. He has a Bachelor of Management Studies majoring in finance and economics and a Graduate Diploma in accounting. Kane spent several years as a young entrepreneur and worked at Inland Revenue in the fraud and evasion team. He started as an Inspector for the Law Society in 2016 and looks after the South Island regions.

Comments from past attendees

• "Very good presenter and excellent at explaining and answering questions."
• "I’m new to my job and found the content most useful to better understand things from a legal perspective."
• "The interactive discussions were very inspiring, and I gained insights from the other participants."

Cancellation and refund policy

You may cancel your registration eight working days in advance of an event, and you will receive a refund less a 25% administration fee. If you cancel less than eight working days in advance of the event, no refund is payable. If you are unable to attend, you may transfer your registration to another person. If you wish to do so you must advise CLE in writing of the change. NZLS CLE Ltd reserves the right to close registrations and cancel or reschedule an event as necessary. Where an event is cancelled by CLE, a full refund is payable.